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Scott Carlton

Director at UNITED FIRE GROUP
Board

About Scott L. Carlton

Scott L. Carlton, age 56, has served as an independent director of United Fire Group, Inc. (UFCS) since 2012. He is President of Tokai Carbon GE LLC (since 2017) and previously held senior finance and operating roles at SGL Carbon, bringing deep finance, accounting, and international operating expertise. He holds a bachelor’s in financial management, an MBA from UNC Charlotte, completed London Business School’s Senior Executive Education Program, is NACD Certified, and is designated an Audit Committee Financial Expert by the UFCS Board .

Past Roles

OrganizationRoleTenureCommittees/Impact
Tokai Carbon GE LLC (U.S. subsidiary of Tokai Carbon)President2017–presentLeads U.S. operations; international finance/operations expertise
SGL Carbon LLCPresident (U.S. companies)~2007–2017Led U.S. companies of global carbon manufacturer
SGL Carbon (largest business unit)VP Finance & Controlling2002–2007Responsible for controlling, finance, accounting

External Roles

OrganizationRoleTenureNotes
E4 Carolinas (Charlotte, NC)Board MemberNot disclosedIndustry association governance
NACD (Carolinas Chapter)Former Director; NACD Certified DirectorNot disclosedCorporate governance credentials

Board Governance

  • Independence: UFCS Board determined 10 of 11 directors are independent; Kevin J. Leidwinger (CEO) is the sole non-independent member. Carlton is among the independent directors .
  • Committee assignments (2025): Audit (Member, Financial Expert), Compensation & Human Capital (Member), Executive (Member), Investment (Member) .
  • Chair roles: Investment Committee Chair in 2024, transitioned to member in 2025 (Matthew Foran became Chair), indicating periodic refresh of leadership roles .
  • Meeting cadence and attendance: Board met 4 times in 2024; all directors attended at least 75% of Board and committee meetings; all directors attended the 2024 Annual Meeting. Independent directors held four executive sessions in 2024 .
  • Risk oversight: Audit Committee met 4 times in 2024 (joint session with Risk once). Compensation Committee met 6 times; Investment Committee met 4 times; Nominating & Governance met 5 times; Risk Management met 4 times .

Fixed Compensation

Component (2024)AmountDetail
Base Annual Retainer$80,000All non-employee directors
Committee Chair Fees$20,000 (Audit); $12,500 (Comp); $10,000 (Nom/Gov, Investment, Risk)Role-dependent
Committee Member Fees$5,000 (Audit/Comp); $4,000 (Exec/Nom-Gov/Inv/Risk)Per committee membership
Annual Equity Grant (RSUs)$75,000 grant-date fair value3,219 RSUs granted May 2024; 1-year vesting

Carlton’s 2024 director compensation:

TypeAmount
Fees Earned/Paid in Cash$103,000
Stock Awards (grant-date fair value)$73,837
Total$176,837

Grant specifics:

  • 3,219 RSUs granted in May 2024 to each then-serving non-employee director; vest one year post-grant, subject to continued service .
  • Outstanding director options have expired (May 2024); no director options outstanding thereafter .

Performance Compensation

Directors do not receive performance-based cash or PSU awards; equity is time-based RSUs with a one-year vest for directors (no performance metrics). All non-employee director options expired in May 2024 (no option-based leverage remaining) .

Other Directorships & Interlocks

  • Public company boards: None disclosed for Carlton .
  • Family interlock: Carlton is a first cousin by marriage to director Christopher R. Drahozal; UFCS reports no related person transactions since the beginning of 2024 and none proposed, mitigating conflict risk .
  • Compensation Committee interlocks: None; no insider participation requiring disclosure .

Expertise & Qualifications

  • Audit/Accounting, Finance & Capital, Risk Management, Senior Administration, Business Operations, Corporate Governance; designated Audit Committee Financial Expert .
  • Technology/Systems is not marked for Carlton in the Board skills matrix; broad operating and international finance experience supports audit oversight and investment committee work .

Equity Ownership

HolderShares Beneficially Owned% of OutstandingNotes
Scott L. Carlton (as of Mar 24, 2025)267,4031.05%Includes 206,087 owned individually and 61,316 in accounts for his children; none pledged
Scott L. Carlton (as of Mar 18, 2024)267,9401.06%Includes 206,624 individually and 61,316 for children; none pledged

Ownership alignment policies:

  • Director stock ownership guideline: 100 shares upon joining; 5,000 shares within five years; all directors comply .
  • Anti-hedging and anti-pledging: Hedging and pledging of UFCS securities prohibited for directors/officers .

Governance Assessment

  • Strengths

    • Independence and experience: Carlton is independent, brings deep finance/accounting credentials, and serves as an Audit Committee Financial Expert—valuable for financial oversight and audit quality .
    • Committee engagement: Active across Audit, Compensation, Executive, and Investment; previously chaired Investment—evidences substantial governance workload and strategic engagement .
    • Alignment: Material personal ownership (~1.05%–1.06%) and mandatory ownership guidelines; anti-hedging/anti-pledging policy reinforces shareholder alignment .
    • Attendance and executive sessions: ≥75% attendance and regular independent director sessions support effective oversight .
  • Watch items / potential red flags

    • Family connection to another director (Drahozal). While disclosed and no related-party transactions are reported, investors should monitor independence dynamics in sensitive votes, particularly audit and nomination matters .
    • Chair role change (Investment Committee). 2024→2025 transition from Chair to Member signals governance rotation; track continuity and committee outcomes under new chair for investment oversight consistency .
  • Director pay structure

    • Cash-plus-time-based RSUs; no performance equity for directors, which is consistent with governance norms but reduces explicit pay-for-performance linkage. Annual RSUs vest after one year; option programs for directors are discontinued (expired) .

Overall, Carlton’s expertise, independence, committee breadth, and meaningful share ownership are positive for investor confidence. Disclosure of a family relationship is transparent and currently mitigated by the absence of related-party transactions and strong independence policies .